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Conway Investment Solutions

Conway IS a tech-enabled investment solutions provider to financial advisors. Working across all asset classes, Conway has deep experience and expertise in navigating the continuously evolving alternatives investment landscape. We enable financial advisors to efficiently access alternative investments and work with each advisor to optimize their alternatives solutions for their clients.

The Conway Difference

Conway’s heritage in investment research is a differentiator driving everything we do. With decades of traditional and alternatives research experience, Conway is uniquely positioned to help our clients make informed investment decisions. All of our research, data and analytical fintech tools are at our clients’ fingertips through a secure, advisor-branded portal.

Meet the Team

Connecting the Dots Between Technology + Investments

Conway has digitized the alternatives investment process from end to end. From a simplified electronic subscription process through automated back-end reporting and everything in between, Conway’s technology and investment research services relieve the operational pain points of managing alternative investments.

Our Approach

Each advisor’s objectives and needs are unique, and we work to customize an appropriate alternatives investment solution. Through access to our investible Alternatives Platform, bespoke private fund creation, a white-labeled alternatives advisor portal and/or research + education, Conway works with advisors to create their solution. At the crossroads of financial technology and investment research, Conway IS the way to invest with intelligence.

Our Team

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  • Management
  • Operations
  • Research
  • Technology
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R.D. Todd Baur

Managing Principal
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Tom Margulis

Managing Principal
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Roger L. Brown, II, CFA

Managing Principal
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Jeremy Bell

Principal, Chief Investment Officer
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Michael Mileusnic, CFA

Principal, Director Manager Due Diligence
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Warren C.C. Holmes, CPA, CFA

Principal, COO & CCO
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Nicholas Millman

Vice President, Business Development & IR
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Shannon M. Spradlin

Vice President, Operations
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Andrew Clarkson

Senior Analyst – ODD
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Zac Ackerman

Senior Research Analyst
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Ezana Gebru

Senior Research Analyst
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Joyce Lin

Senior Research Analyst
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Justin Goff

Research Analyst
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Erin King

Operations Associate
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Josh Cash

Senior Software Developer
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Megan M. Matejcic

Operations Analyst
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AJ Sanderson

Research Analyst
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Paige Steuber

Junior Software Developer
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Garrett Kearney

Junior Software Developer
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Valerie Williams

Executive Operations Assistant
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